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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,437 | $174,379-88.3% | $152,093-86.6% | $138,895-85.3% |
| Participation rate | 29.2% | 81.6%-52.5pp | 77.8%-48.6pp | 79.9%-50.8pp |
| Annual return | 6.64% | 74.86%-68.2pp | 66.36%-59.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,139 | $4,652-75.5% | $4,175-72.7% | $4,194-72.8% |
| Participant deferral / active EE | $3,157 | $6,159-48.7% | $5,451-42.1% | $6,396-50.6% |
| Admin fee / account holder | $10,344 | $16,880-38.7% | $14,497-28.6% | $12,562-17.7% |